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Zephyr OnDEMAND Sales

Summary:

Zephyr OnDEMAND (ZOD) Sales is an innovative, web-based reporting tool that allows asset managers or advisory firms to fully empower their sales and marketing representatives by giving them the ability to quickly and easily generate compliance-approved Zephyr reports from any location.

Zephyr OnDEMAND (ZOD) Sales is an innovative, web-based reporting tool that allows asset managers or advisory firms to fully empower their sales and marketing representatives by giving them the ability to quickly and easily generate compliance-approved Zephyr reports from any location.

Testimonials:

"We have been using Zephhyr OnDEMAND Sales for the past 2 years and find the content and tool imperative to our sales process. The Zephyr team is accommodative, professional, timely and customer centric in all their dealings with our relationship. From data questions, performance feeds, compliance procedures and template updates – Zephyr has been a great partner. I would highly recommend Zephyr OnDEMAND Sales and their team to any asset management firm looking to provide robust data in a format that works for them." -- Investment Management firm, client since 2013.

"We had our sales team meeting in New York last week. The team has been getting a lot of value out of Zephyr OnDEMAND Sales, and we featured the reports in presentations how to position our funds using the templates. It is very valuable and powerful. This allocation report is definitely an important next step for us." --Asset Management firm, client since 2006.